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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,490 | $160,040+4.7% | $147,096+13.9% | $145,877+14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.02% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $16,487 | $5,289+211.7% | $4,936+234.0% | $4,663+253.6% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,691+52.0% |
| Admin fee / account holder | $2,098 | $15,050-86.1% | $13,005-83.9% | $13,402-84.3% |